CTWM
Cherry Tree Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
13,444
-332
| -2% | -$68.1K | 0.64% | 43 |
|
|
2025
Q1 | $3.06M | Sell |
13,776
-463
| -3% | -$103K | 0.74% | 36 |
|
|
2024
Q4 | $3.57M | Buy |
14,239
+255
| +2% | +$63.9K | 0.88% | 34 |
|
|
2024
Q3 | $3.26M | Buy |
13,984
+2
| +0% | +$466 | 0.77% | 38 |
|
|
2024
Q2 | $2.94M | Sell |
13,982
-693
| -5% | -$146K | 0.74% | 37 |
|
|
2024
Q1 | $2.52M | Sell |
14,675
-279
| -2% | -$47.8K | 0.63% | 40 |
|
|
2023
Q4 | $2.88M | Sell |
14,954
-74
| -0.5% | -$14.2K | 0.77% | 33 |
|
|
2023
Q3 | $2.57M | Sell |
15,028
-318
| -2% | -$54.4K | 0.75% | 31 |
|
|
2023
Q2 | $2.98M | Buy |
+15,346
| New | +$2.98M | 0.87% | 27 |
|